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Upturn AI SWOT - About
Black Stone Minerals LP (BSM)

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Upturn Advisory Summary
10/29/2025: BSM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $13
1 Year Target Price $13
| 0 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.99% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.76B USD | Price to earnings Ratio 11.23 | 1Y Target Price 13 |
Price to earnings Ratio 11.23 | 1Y Target Price 13 | ||
Volume (30-day avg) 3 | Beta 0.21 | 52 Weeks Range 11.70 - 14.74 | Updated Date 10/29/2025 |
52 Weeks Range 11.70 - 14.74 | Updated Date 10/29/2025 | ||
Dividends yield (FY) 10.85% | Basic EPS (TTM) 1.16 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-11-03 | When - | Estimate 0.3033 | Actual - |
Profitability
Profit Margin 66.49% | Operating Margin (TTM) 119.89% |
Management Effectiveness
Return on Assets (TTM) 14.09% | Return on Equity (TTM) 24.31% |
Valuation
Trailing PE 11.23 | Forward PE 7.17 | Enterprise Value 2882347568 | Price to Sales(TTM) 6.67 |
Enterprise Value 2882347568 | Price to Sales(TTM) 6.67 | ||
Enterprise Value to Revenue 6.71 | Enterprise Value to EBITDA 8.98 | Shares Outstanding 211852971 | Shares Floating 177875992 |
Shares Outstanding 211852971 | Shares Floating 177875992 | ||
Percent Insiders 20.63 | Percent Institutions 14.17 |
Upturn AI SWOT
Black Stone Minerals LP

Company Overview
History and Background
Black Stone Minerals LP was founded in 1876 and is one of the largest owners of oil and natural gas mineral interests in the United States. Originally a private entity, the company has evolved through various forms to its current publicly traded partnership structure.
Core Business Areas
- Oil and Natural Gas Mineral and Royalty Interests: Black Stone Minerals owns mineral and royalty interests, entitling it to a portion of the revenue generated from the production of oil and natural gas on its properties.
Leadership and Structure
Black Stone Minerals LP is managed by its general partner, Black Stone Minerals GP LLC. Thomas L. Carter, Jr. serves as the Chairman and Chief Executive Officer. The organizational structure is typical of a master limited partnership (MLP).
Top Products and Market Share
Key Offerings
- Mineral and Royalty Interests: Black Stone Minerals' primary offering is mineral and royalty interests. Revenue is generated from lease bonus payments, delay rentals, and royalties on production. The company competes with other mineral rights aggregators and owners of mineral rights. Market share data is not explicitly disclosed by the company in common reporting.
Market Dynamics
Industry Overview
The oil and gas mineral rights industry is influenced by commodity prices, drilling activity, and regulatory changes. It's a fragmented industry with many private and public players. The current industry is cyclical with recent price volatility.
Positioning
Black Stone Minerals is a significant player in the mineral and royalty interest space, with a large and diversified portfolio of assets. Its size and scale provide it with a competitive advantage over smaller operators.
Total Addressable Market (TAM)
The TAM for mineral and royalty interests is substantial, linked to the overall value of oil and gas production. Black Stone Minerals captures a portion of this TAM based on its royalty rates on its acreage.
Upturn SWOT Analysis
Strengths
- Large and Diversified Asset Base
- Experienced Management Team
- Established Relationships with Operators
- Strong Cash Flow Generation
Weaknesses
- Dependence on Commodity Prices
- Exposure to Regulatory Changes
- Complex Partnership Structure
- Sensitivity to Drilling Activity
Opportunities
- Acquisition of Additional Mineral Interests
- Expansion into New Basins
- Increased Drilling Activity on Existing Properties
- Development of Renewable Energy Resources on their Land
Threats
- Decline in Commodity Prices
- Increased Regulation of Oil and Gas Industry
- Shift to Renewable Energy Sources
- Competition from Other Mineral Rights Owners
Competitors and Market Share
Key Competitors
- VNOM
- KRP
- MNRL
Competitive Landscape
Black Stone Minerals has a large and diversified asset base, providing it with a competitive advantage. Its exposure to multiple basins helps to mitigate risk. It competes with other mineral rights owners and aggregators.
Growth Trajectory and Initiatives
Historical Growth: Black Stone Minerals' historical growth has been driven by acquisitions and increased drilling activity on its properties.
Future Projections: Future growth is tied to commodity prices and the company's ability to acquire additional mineral interests. Analyst estimates vary based on market conditions.
Recent Initiatives: Recent initiatives include strategic acquisitions and focus on optimizing its asset base.
Summary
Black Stone Minerals LP is a significant player in the oil and gas mineral rights industry, characterized by its substantial asset base and experienced management. Its dependence on commodity prices presents a vulnerability, requiring vigilance against market fluctuations. Strategic acquisitions and proactive adaptation to evolving regulatory environments are crucial for sustained growth. Black Stone Minerals needs to look out for the increasing popularity of renewable energy sources.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Black Stone Minerals LP Investor Relations
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Black Stone Minerals LP
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2015-05-01 | President, CEO & Chairman of the Board of Black Stone Minerals GP L.L.C Mr. Thomas L. Carter Jr. | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | |
Full time employees - | |||
Black Stone Minerals, L.P., together with its subsidiaries, owns and manages oil and natural gas mineral interests. It owns mineral interests in approximately 16.8 million gross acres, nonparticipating royalty interests in 1.8 million gross acres, and overriding royalty interests in 1.6 million gross acres located in 41 states in the United States. The company was founded in 1876 and is based in Houston, Texas.

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